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Portfolio (Quarterly) Guide ↗

GATEWAY INVESTMENT ADVISERS LLC

· CIK 0001114618
13F Portfolio $9.0B AUM 684 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 149 New 267 Added 247 Reduced 46 Exited
Page 11 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HIG HARTFORD INSURANCE GROUP INC Financial Services 22,699.0 $3.1M 0.03% -33K -59.5% $135.23 +0.6%
202 BN BROOKFIELD CORP Financial Services 75,626.0 $3.1M 0.03% -84K -52.8% $40.47 +12.3%
203 EOG EOG RES INC Energy 20,883.0 $3.0M 0.03% +3K +13.7% $144.57 -3.2%
204 MCK MCKESSON CORP Healthcare 3,388.0 $2.9M 0.03% +912.0 +36.8% $865.47 -11.4%
205 MSTR STRATEGY INC Technology 23,162.0 $2.9M 0.03% +7K +47.1% $124.80 +32.1%
206 RSG REPUBLIC SVCS INC Industrials 13,105.0 $2.9M 0.03% +3K +26.7% $219.03 -3.1%
207 PRU PRUDENTIAL FINL INC Financial Services 29,171.0 $2.8M 0.03% +5K +18.9% $97.69 +5.7%
208 GWW WW GRAINGER INC Industrials 2,593.0 $2.8M 0.03% -761.0 -22.7% $1090.81 +13.6%
209 ITW ILLINOIS TOOL WKS INC Industrials 10,839.0 $2.8M 0.03% +6K +116.0% $260.29 -4.0%
210 CCK CROWN HLDGS INC Consumer Cyclical 28,136.0 $2.8M 0.03% -26K -47.6% $100.25 -3.8%
211 FORTINET INC 34,210.0 $2.8M 0.03% -6K -14.8% $81.72
212 SOFI SOFI TECHNOLOGIES INC Financial Services 169,720.0 $2.7M 0.03% +38K +28.6% $15.88 -1.2%
213 ROST ROSS STORES INC Consumer Cyclical 12,318.0 $2.7M 0.03% +1K +12.3% $216.63 -1.8%
214 EME EMCOR GROUP INC Industrials 3,563.0 $2.6M 0.03% -20.0 -0.6% $738.31 +15.0%
215 MCO MOODYS CORP Financial Services 5,961.0 $2.6M 0.03% +1K +25.8% $436.25 +2.1%
216 CAH CARDINAL HEALTH INC Healthcare 12,257.0 $2.6M 0.03% +4K +51.0% $211.31 -5.1%
217 PFE PFIZER INC Healthcare 90,745.0 $2.5M 0.03% +24K +35.5% $28.08 -7.6%
218 CTAS CINTAS CORP Industrials 14,912.0 $2.5M 0.03% -1K -8.4% $169.14 +1.9%
219 MOH MOLINA HEALTHCARE INC Healthcare 18,845.0 $2.5M 0.03% +564.0 +3.1% $133.30 +36.0%
220 AXP AMERICAN EXPRESS CO Financial Services 8,234.0 $2.5M 0.03% +380.0 +4.8% $302.48 +2.4%
Page 11 of 35  ·  684 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 11.1%
Communication Services 11.1%
Consumer Cyclical 10.2%
Healthcare 9.5%
Industrials 9.3%
Consumer Defensive 4.2%
Energy 3.8%
Utilities 2.5%
Basic Materials 1.6%